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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,514 | $106,864-88.3% | $147,318-91.5% | $82,637-84.9% |
| Participation rate | 28.0% | 75.5%-47.5pp | 82.1%-54.1pp | 68.1%-40.1pp |
| Annual return | 17.70% | 27.49%-9.8pp | 70.43%-52.7pp | 53.51%-35.8pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,019 | $6,496-84.3% | $7,906-87.1% | $4,126-75.3% |
| Admin fee / account holder | $93 | $8,415-98.9% | $13,708-99.3% | $7,339-98.7% |